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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,986 | $185,312-86.5% | $161,489-84.5% | $154,746-83.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 6.39% | 103.84%-97.5pp | 89.72%-83.3pp | 172.34%-166.0pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,669 | $6,350-10.7% | $5,630+0.7% | $6,730-15.8% |
| Admin fee / account holder | $2,537 | $18,654-86.4% | $16,006-84.1% | $14,365-82.3% |